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Earnings Call

Scoda Tubes Earnings Call: Key Takeaways

Scoda Tubes reported FY26 revenue of ₹518.7cr (up 7%) and PAT of ₹38.8cr (up 22%). Management is pivoting from seamless-only to a diversified seamless and welded stainless steel tubes player.

Highlights
Revenue growth7% YoY for FY26; 25% guided for FY27.
MarginsFY26 EBITDA margin 14.7%; FY27 target 14-15%.
Order bookConfirmed order book of approximately ₹175 crores.
Demand visibilityStrong inquiries for data centers, HVAC, and water treatment sectors.
Management confidenceHigh on long-term growth despite temporary gas-related disruptions.

Growth

FY26 Revenue grew 7% to ₹518.7cr; PAT increased 22% to ₹38.8cr. EBITDA stood at ₹76.2cr with 14.7% margins.

Outlook

FY27 guidance: 25% revenue growth with 14-15% EBITDA margins. Massive welded capacity expansion to 21,150 MTPA by FY28.

Risks

Gas shortages caused plant shutdown in March; elevated LPG prices; geopolitical disruptions affecting scrap/raw material costs and logistics.

Source

Earnings Call filed with BSE, NSE: SCODATUBES. Summary written with AI assistance from the document.

Read the document ↗

Scoda Tubes Ltd: key numbers

Share price
₹136.61
Market cap
₹818.4 Cr
Revenue (annual)
₹518.6 Cr
Net profit (annual)
₹38.84 Cr
P/E (TTM)
22.1×Sector 19.0×
Promoter holding
66.43%+0.00% QoQ
FII holding
8.39%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Execution
12 months